Finance Reconciliation Specialist - 12 Month FTC

Life can sometimes be unpredictable, and it pays to plan ahead. Our aim at Legal & General Retail is to help our customers plan for the unexpected, achieve financial security for their tomorrow, and protect everything that’s important to them. To better understand our customers and meet their needs, we’ve brought our protection, retirement income, savings, lending, and advice, fintech and mortgage businesses under one umbrella. Created at the start of 2022 through the merging of our long-standing and trusted retail retirement and insurance businesses, we’re a fast-growing division with big, customer-centred ambitions.  

Recruiter: Craig Cooper- craig1.cooper@landg.com Internal Closing Date: 18/6/24

We’re recruiting for a Reconciliation Specialist to join our Retail functions. 

The role holder is responsible for the daily oversight of the reconciliation process for customer assets, including cash and investments held by Workplace Pension customers, to ensure these assets are safeguarded in accordance with regulations.

What you'll be doing:

• A finance role involves utilizing reconciliation software to maintain a robust control environment. This includes managing the daily data upload into the application and ensuring that reconciliations are completed and signed off by the end of each business day
• Investigate any reconciliation discrepancies, collaborating closely with colleagues to ensure remediation is undertaken in a timely and accurate manner to support the reduction in financial risk
• Collaborate with your colleagues and put your colleagues, customers, and clients at the heart of everything we do
• Ensure the maintenance of MI and other necessary data to provide a solid audit trail and continuous regulatory compliance
• When things go awry, it's crucial to rectify the situation, investigate the cause, and implement measures to prevent recurrence. Documenting the incident, recognizing patterns, and disseminating your discoveries, solutions, and rationale with your colleagues are all important steps in this process
• Take responsibility for your own development and ensure that you keep your pension knowledge and industry awareness current and relevant

Who we're looking for:

• GCSE Maths, minimum grade C or equivalent
• Strong excel skills
• Demonstrate an understanding of L&G’s products.
• Understanding of methods of reconciliations and data analysis
• Can work independently and as part of a team, well-motivated, and show an appetite for self-development
• Excellent numeracy, investigation, and problem-solving skills

Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer: 

• The opportunity to participate in our annual, performance-related bonus plan and valuable share schemes  
• Generous pension contribution  
• Life assurance   
• Private medical insurance (permanent employees only) 
• At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday 
• Competitive family leave 
• Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice 
• There are the many discounts we offer – both for our own products and at a range of high street stores and online   
• In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart

Legal & General is a leading financial services organisation, named Britain’s Most Admired Company in 2023, for the second year running. Rated top in our sector and top for inspirational leadership, we have a strong heritage and an exciting future.  

We’re one of the world's largest asset managers, homebuilders, pension providers and insurers. Connecting to form a unique business model which drives value for our customers and society. And enabling our people to create impact through work that is meaningful and valued.  

If you join us, you’ll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.  

We strive to be open, mindful, and inclusive, so are always willing to discussing flexible working arrangements and reasonable accommodations for candidates with specific needs. It doesn’t matter if you don’t meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose. 

If you’re open to find out more, we'd love to hear from you.